Ryan Gallagher
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
10 yearsExperience
2 statesRegistered in
$194.8BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Osaic WealthJul 2024 to now
- Gallagher Fiduciary Advisors, LLCJun 2024 to now
- UnemployedOct 2023 to May 2024
- Morrissey Wealth ManagementMar 2022 to Sep 2023
- Ss&c TechnologiesNov 2021 to Feb 2022
- UnemployedSep 2021 to Oct 2021
- Full Time EducationSep 2016 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CT, MA).
Gallagher Fiduciary Advisors, LLC
$194.8BAssets managed
6,120Clients
123Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7961649
- Firm CRD
- 146509